See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,157 | $214,378+20.4% | $200,582+28.7% | $142,382+81.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.64% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,751 | $6,841-30.6% | $6,419-26.0% | $4,299+10.5% |
| Participant deferral / active EE | $17,546 | $9,865+77.9% | $9,331+88.0% | $6,507+169.6% |
| Admin fee / account holder | $14 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |